Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Rising OPEC+ Supply & Weak Demand To Drag Crude Price Lower

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>OPEC maintained steady demand forecasts, while the IEA and EIA cut 2025 growth estimates. All agencies see limited near-term catalysts for a meaningful rise in global oil demand.</li>
<li>OPEC, EIA, and IEA project rising oil supply, driven by non-OPEC producers and near-term OPEC+ overproduction.</li>
<li>The EIA remains bullish on Henry Hub gas prices, forecasting strong demand and tightening supply through late 2025.</li>
</ul>


OPEC maintained steady demand forecasts, while the IEA and EIA cut 2025 growth estimates. All agencies see limited near-term catalysts for a meaningful rise in global oil demand.
OPEC, EIA, and IEA project rising oil supply, driven by non-OPEC producers and near-term OPEC+ overproduction.
The EIA remains bullish on Henry Hub gas prices, forecasting strong demand and tightening supply through late 2025.


OPEC, IEA, EIA Forecast Rising Oil Supply, Sluggish Demand

Crude Oil

OPEC, IEA, EIA Forecast Rising Oil Supply, Sluggish Demand